Loan Documentation & Closing Specialist

PB&T Bank; Pueblo (CO); On-site; USD 55,000 - 75,000; Full time

Job summary

PB&T Bank is seeking a Documentation Specialist to ensure accurate and timely preparation of loan documents for commercial, residential, and consumer loans, meeting loan approvals and regulatory requirements.

The role supports loan administration, order accuracy, and adherence to bank policies. Candidates should have extensive experience with loan documentation and compliance processes.

Qualifications

• Five years of financial experience across lending, compliance, risk, legal or audit.
• Experience with state and federal legal and regulatory agencies.
• Experience in legislative review, analysis and reporting.
• Experience developing and filing policy forms.
• Strong leadership, project management and relationship management skills.

Responsibilities

• Order and ensure the accuracy of the necessary documentation for preparation of closing documents.
• Prepare written instruction to have the closing documents drawn up, in accordance with the approval and or the appropriate lending regulations as well as all bank policy regulations.
• Ensure loan agreements are complete and accurate according to policy.
• Compose letter and other correspondence with no instruction.
• Prepare forms necessary to order appraisals.
• Assist loan officers and clearing exceptions.
• Perform other duties and responsibilities as assigned.

Skills

Communication skills

Leadership

Time management

Systems & operations

Ethics & regulations

Investigation skills

Loan terminology

Loan documentation

Tools

Microsoft Office

Document management software

Database applications

Internet research

Job description

PB&T Bank is seeking a Documentation Specialist to ensure accurate and timely preparation of loan documents for commercial, residential, and consumer loans, meeting loan approvals and regulatory requirements.

The role supports loan administration, order accuracy, and adherence to bank policies. Candidates should have extensive experience with loan documentation and compliance processes.